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WBK

Westpac Banking Corporation

Delisted

WBK was delisted on the 28th of January, 2022.

149 hedge funds and large institutions have $451M invested in Westpac Banking Corporation in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

13% more capital invested

Capital invested by funds: $400M → $451M (+$51.3M)

5% more funds holding

Funds holding: 142149 (+7)

28% less call options, than puts

Call options by funds: $5.75M | Put options by funds: $7.99M

Holders
149
Holders Change
+7
Holders Change %
+4.93%
% of All Funds
4.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
17
Increased
54
Reduced
44
Closed
9
Calls
$5.75M
Puts
$7.99M
Net Calls
-$2.24M
Net Calls Change
-$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$100M +$1.23M +42,046 +1%
Northern Trust
2
Northern Trust
Illinois
$23.4M +$3.07M +104,630 +17%
AG
3
Aperio Group
California
$22.3M +$20.4M +696,902 New
MAA
4
Managed Account Advisors
New Jersey
$19.5M +$349K +11,889 +2%
JCM
5
Janney Capital Management
Pennsylvania
$18.7M +$1.54M +52,613 +10%
PPA
6
Parametric Portfolio Associates
Washington
$17.9M +$998K +34,023 +6%
Goldman Sachs
7
Goldman Sachs
New York
$16M +$1.93M +65,955 +15%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$15.6M +$196K +6,692 +1%
BHC
9
Bowen Hanes & Co
Florida
$15.3M -$880K -30,000 -6%
CAM
10
Capstone Asset Management
Texas
$13.1M +$819K +27,929 +7%
RJA
11
Raymond James & Associates
Florida
$11.4M +$1.26M +42,849 +14%
ZAM
12
Zevin Asset Management
Massachusetts
$9.82M +$8.63M +294,325 +2,427%
OA
13
Oxbow Advisors
Texas
$8.53M -$2.55M -86,932 -25%
AAM
14
Advisors Asset Management
Colorado
$6.8M +$472K +16,103 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.71M -$180K -6,131 -3%
GCC
16
Guardian Capital (Canada)
Ontario, Canada
$6.46M -$797K -27,171 -12%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$6.12M -$228K -7,792 -4%
BTS
18
BB&T Securities
Virginia
$6.12M +$109K +3,734 +24%
GC
19
Guggenheim Capital
Illinois
$6.07M +$147K +5,015 +3%
Comerica Bank
20
Comerica Bank
Texas
$5.84M -$530K -18,090 -9%
WAM
21
World Asset Management
Michigan
$5.61M -$1.23M -41,791 -19%
Invesco
22
Invesco
Georgia
$5.46M -$441K -15,045 -8%
RFA
23
Reilly Financial Advisors
California
$5.39M +$405K +13,815 +9%
ANI
24
American National Insurance
Texas
$4.87M
Morgan Stanley
25
Morgan Stanley
New York
$4.71M +$414K +14,113 +11%

WBK Hedge Fund Activity: Q1 2014 in Review

149 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2014, worth a combined $451M — up 13% from $400M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WBK positions and 9 closed out — a net gain of 8 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Aperio Group, opening a new position worth an estimated $20.4M. The largest seller was Placemark Investments, cutting an estimated $9.42M.

  • 149 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2014, up from 142 in Q4 2013.
  • Funds reported $451M of Westpac Banking Corporation stock for Q1 2014, up 13% quarter-over-quarter.
  • 17 funds opened new Westpac Banking Corporation positions in Q1 2014 and 9 closed out, a net change of +8 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2014 was Aperio Group, an estimated $20.4M added.
  • The largest Westpac Banking Corporation seller in Q1 2014 was Placemark Investments, an estimated $9.42M sold.

Based on aggregated 13F filings for Q1 2014.